Allocation report (PDF)
Overview
This is a template you can use to build customized allocation reports. Import the template in the jsreport UI. Once the template is imported, you can generate the report from FA Back (for more information, see Generate a report in FA User Guide).
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Important
The report requires shared folders to function correctly, see Sample reports.
Highlights
The template includes the following:
a GraphQL query to fetch portfolio allocation by selected grouping and security
pie charts created with the Highcharts library
JavaScript logic to transform queried data into a format accepted by the charts:
Files
Allocation report template:
sample-allocationReportPDF.jsrexport
Shared folders containing header, footer, images and translations: